DG FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: DG FAMILY FOUNDATION INC (EIN 35-2431688)
Tax period: 2013-08-01 to 2014-07-31
Filed: 2015-01-27
IRS object ID: 201530279349100008
Schema version: 2013v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Other Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-01-27T16:42:38-08:00	ReturnTs
Tax Period End	2014-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ROCHWARGER & COMPANY LLC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	278 CEDAR BRIDGE AVE	AddressLine1
City	LAKEWOOD	City
State	NJ	State
ZIP Code	08701	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	352431688	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DG Family Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	DGFA	BusinessNameControlTxt
Phone	7329012280	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1508 Malibu Drive	AddressLine1
City	Lakewood	City
State	NJ	State
ZIP Code	08701	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	YOEL GARBER	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	7329012280	PhoneNum
Signature	2015-01-23	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MOSHE ROCHWARGER CPA	PreparerPersonNm
Phone	7329012280	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$105,339	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$1,624	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,624	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,624	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,624	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$850	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$850	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,713	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$2,713	AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss	$3,563	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,563	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$11,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$11,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$15,063	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$15,063	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$13,439	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,624	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$18,000	CashBOYAmt
Cash EOY	$2,937	CashEOYAmt
Cash EOYFMV	$2,937	CashEOYFMVAmt
Other Investments BOY	$100,778	OtherInvestmentsBOYAmt
Other Investments EOY	$102,402	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$102,402	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$118,778	TotalAssetsBOYAmt
Total Assets EOY	$105,339	TotalAssetsEOYAmt
Total Assets EOYFMV	$105,339	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$118,778	CapitalStockBOYAmt
Capital Stock EOY	$103,715	CapitalStockEOYAmt
Retained Earning EOY	$1,624	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$118,778	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$105,339	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$118,778	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$105,339	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$118,778	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$13,439	ExcessRevenueOverExpensesAmt
Subtotal	$105,339	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$105,339	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$28,492	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$101,229	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.281461	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$3,500	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$85,079	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.041138	DistributionYr2Rt
Total Distribution	0.322599	TotalDistributionRt
Average Distribution	0.161300	AverageDistributionRt
Net Vl Noncharitable Assets	$107,486	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$17,337	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$16	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$17,353	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$15,063	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$32	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$32	SubtotalAmt
Tax Based On Investment Income	$32	TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid	$0	OriginalReturnTaxPaidAmt
Tax Due	$32	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	false	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	YOEL GARBER	IndividualWithBooksNm
Phone	7328867182	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1508 Malibu Drive	AddressLine1
City	Lakewood	City
State	NJ	State
ZIP Code	08701	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
YOEL GARBER
1508 Malibu Drive	Lakewood	NJ	08701	Trustee	0	$0	$0	$0
ADINA GARBER
1508 Malibu Drive	Lakewood	NJ	08701	Trustee	0	$0	$0	$0
DAVID GARBER
1839 53rd St	Brooklyn	NY	11204	Trustee	0	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Foundation makes grants to religious organizations andneedy individuals to support the indigent, ReligiousJewish Education, or Jewish Congregational Services.	Description1Txt
Expenses1	$11,500	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$8,345	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$100,778	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$109,123	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$109,123	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,637	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$107,486	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,374	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,374	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$32	TaxBasedOnInvestmentIncomeAmt
Total Tax	$32	TotalTaxAmt
Distributable Before Adj	$5,342	DistributableBeforeAdjAmt
Distributable Before Ded	$5,342	DistributableBeforeDedAmt
Distributable As Adjusted	$5,342	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$15,063	ExpensesAndContributionsAmt
Qualifying Distributions	$15,063	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$15,063	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,342	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$656	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$23,447	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$24,103	TotalExcessDistributionCyovAmt
Qualifying Distributions	$15,063	QualifyingDistributionsAmt
Remaining Distri From Corpus	$15,063	RemainingDistriFromCorpusAmt
Total Corpus	$39,166	TotalCorpusAmt
Undistributed Income CY	$5,342	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$39,166	ExcessDistriCyovToNextYrAmt
Excess From Year2	$656	ExcessFromYear2Amt
Excess From Year1	$23,447	ExcessFromYear1Amt
Excess From Current Year	$15,063	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Congregation of Ohr Yaakov
1517 Laguna Lane	Lakewood	NJ	08701	Public	And EducationalReligious,Charitable,Purposes	$1,500
Tashbar of Lakewood
655 Princeton Ave	Lakewood	NJ	08701	Public	EducationalReligious andpurposes	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$11,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	1	ExclusionCd
Exclusion	$1,624	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,624	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,624	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	Funds are invested in a low risk investment	CategoryOrItemTxt
Book Value	$102,402	BookValueAmt
EOYFMV	$102,402	EOYFMVAmt

DG FAMILY FOUNDATION INC: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Comments